Add option to load an appeal and all appeal packages in one step
Currently when assigning packages in the segmentation results window, each package has to be loaded individually before it can be assigned. For a mailing with 50+ packages this is tedious. Adding a new option to load an appeal and all the packages that are currently assigned to that appeal (in the appeal record) would be a logical and fast way to load many packages at the same time.
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Jen Claudy commented
I thought during the demo that we were told that Appeal and Packages could be loaded with an Import. That would be most efficient! Every month I do a renewal mailing that includes 2 Appeals and a total of 88 Packages (64 and 24).
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Catherine Burns commented
Yes! We've just gone from 26 to 52 segments and I'm loading them now. This is so painful when they are all in the same appeal. Plus my monitor is not tall enough for them all to be displayed at once so I need to keep manually scrolling to add more segments!